AdvisorShares Global Echo ETF
GIVE
GIVE was delisted on the 12th of May, 2017.
8 hedge funds and large institutions have $4.9M invested in AdvisorShares Global Echo ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $3.68M → $4.9M (+$1.23M)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$1.11M |
| 2 |
Morgan Stanley
New York
|
+$255K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$20K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$63.5K |
| 2 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$57.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.5M | +$255K | +4,000 | +11% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $1.1M | +$1.11M | +17,431 | New |
|
3
LPL Financial
San Diego,
California
| $407K | – | – | – |
|
|
SFG
4
SNS Financial Group
Minneapolis,
Minnesota
| $384K | -$57.2K | -898 | -13% |
|
|
BWP
5
Baldwin Wealth Partners
Marion,
Massachusetts
| $318K | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $174K | – | – | – |
|
|
7
Creative Planning
Overland Park,
Kansas
| $20K | +$20K | +313 | New |
|
|
NPC
8
National Planning Corporation
El Segundo,
California
| – | -$63.5K | -1,025 | Closed |
|
GIVE Hedge Fund Activity: Q1 2015 in Review
8 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Global Echo ETF (GIVE) for Q1 2015, worth a combined $4.9M — up 33% from $3.68M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GIVE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $1.11M. The largest seller was National Planning Corporation, exiting entirely with an estimated $63.5K sold.
- 8 institutional investors held AdvisorShares Global Echo ETF (GIVE) as of Q1 2015, up from 7 in Q4 2014.
- Funds reported $4.9M of AdvisorShares Global Echo ETF stock for Q1 2015, up 33% quarter-over-quarter.
- 2 funds opened new AdvisorShares Global Echo ETF positions in Q1 2015 and 1 closed out, a net change of +1 holder.
- The largest AdvisorShares Global Echo ETF buyer in Q1 2015 was Virtu KCG Holdings, an estimated $1.11M added.
- The largest AdvisorShares Global Echo ETF seller in Q1 2015 was National Planning Corporation, an estimated $63.5K sold.
Based on aggregated 13F filings for Q1 2015.